Published on: September 22, 2023

NetWorth Radio Advance Report - September 25, 2023

In this NetWorth Radio Advance Report, Spencer McGowan, President of McGowanGroup Asset Management, delivers financial news and intelligence with insights you can act on for September 25, 2023.

Advance Report

Radio Show

Q: What potential deflationary crisis is unfolding that is likely to change the Federal Reserve’s focus?
A: According to Bloomberg, [Capitalization Rates] or “Cap Rates” on commercial real estate have moved from 6% to 8% decreasing values potentially by 25%. If Cap Rates moved to 10%, the decrease in value would be 40%. Bank solvency is endangered by loans that cannot be refinanced, potentially forcing discounted sales to private investors.
Q: Currently, what sectors of the equity markets have strong estimated returns based upon cash flows, earnings and growth potential?
A: At this time, those areas include discounted Global High Yield, Energy Infrastructure, and Dividend Companies to name a few.
Q: What is the process for consolidating with McGowanGroup Wealth Management (MGWM) and our review process?
A: Tune in to today’s broadcast and follow along as Alex Tollen, Chief Operating Officer, outlines the MGWM process!


Headline Round Up

*Notable IPOs of the Week!
*Remote Work Could Wipe Out $800 Billion in Office Building Values.
*Dolly Lenz, CEO of Dolly Lenz Real Estate, Says San Francisco is a Real Estate Disaster.
*Thought The U.S. Office Market Was Bad? Try China.
*Impact of Higher Interest Rates on U.S. Households.
*Natural Gas Pipeline Shortage According to Richard Meyer, American Gas Association’s Vice President of Energy Markets, Analysis and Standards!
*Unstoppable Oil Rally Led By Tightening Supply & Chinese Demand?
*Oil Tops $92 Mid-Week. Next Challenge $100 a Barrel?
*Crude Inventories Declining Rapidly Per the American Petroleum Institute.
*Oil Industry Not Investing Enough to Meet Demand Says Wood Mackenzie Analysts.
*The Yield Curve “Inversion” Pioneer Campbell Harvey Warns Fed Not to Raise Rates Again.
*King Dollar Shocks Bears.
*Cisco Buys Splunk Cyber Security at a 31% Premium.
*Big Rally in Risky Corporate Loans?
*Microsoft Poised to Overtake Apple in Market Capitalization.
*Intel Announces Artificial Intelligence (AI) Tools That Could Be Central to AI Boom.
*Airbnb Using AI to Stop Wild Parties.
*Texas Renovation Power Couple Chip and Joanna Gains Estimated Net Worth Over $50 Million?
*Eli Lilly Sues Businesses Selling Knock Off Mounjaro.
*FedEx Tops Earnings Estimates By Over 20%.
*Ron Baron, Top Fund Manager at Baron Capital, Riding High on Concentrated Bets.
*Manhattan Based Federal Prosecutors Scrutinize Personal Benefits Tesla may have provided Elon Musk Since 2017?


J.P.Morgan Asset Management – U.S. Guide to The Markets Q3 2023, pg 23 (08/31/2023)

– Courtesy of J.P.Morgan Asset Management

iShares 20+ Year Treasury Bond Exchange Traded Fund (09/22/2021 – 09/22/2023)

– Courtesy of Bloomberg LP

Dow Jones Industrial Average Index Year to Date (09/22/2021 – 09/22/2023)

– Courtesy of Bloomberg LP

Generic Oil Futures Contract Spot Price (09/22/2021 – 09/22/2023)

– Courtesy of Bloomberg LP

ARM Holdings, PLC (09/14/2023 – 09/22/2023 Intraday)

– Courtesy of Bloomberg LP

Maplebear, Inc. DBA Instacart (09/19/2023 – 09/22/2023 Intraday)

– Courtesy of Bloomberg LP

Klaviyo, Inc. (09/20/2023 – 09/22/2023 Intraday)

– Courtesy of Bloomberg LP


Profit Report

*Infrastructure Investing?


Research Round Up!

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
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*Cohen & Steers: The Case for Infrastructure
*Recurrent Midstream White Paper: Record Cash Flow Surpluses.
*AllianceBernstein: AI and Energy.

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